Add User

Overview

This playbook covers how to add a user to your organization in Leadline.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 124 - User-Roles for more information on user roles and what each role can access in Leadline.

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How Do I Add a User?

1. Navigate to Admin Hub > Users & Security. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. Click the "+ Add User" button on the right side, in the middle of the screen.
3. In the "Add User" modal, fill in the new user's Name, Email, and Phone Number if you wish, and select the Role they will have in the platform.
4. Click "Add."

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Users & Security section 124 - User-Roles — Learn about user roles and what each role can access in Leadline